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Coastal Financial

109 hedge funds and large institutions have $290M invested in Coastal Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 22 closing their positions.

Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
7
Increased
40
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$30.9M 821,686 +51,895 +7%
BlackRock
2
BlackRock
New York
$28.3M 751,648 +58,908 +9%
ECA
3
Endeavour Capital Advisors
Connecticut
$27.5M 730,525
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.4M 593,660 -20,960 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.4M 568,701 +3,606 +0.6%
State Street
6
State Street
Massachusetts
$10.4M 275,032 -12,843 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.82M 260,679 +41,543 +19%
GKIM
8
GW&K Investment Management
Massachusetts
$9.31M 247,299 +79,143 +47%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.95M 237,691 +28,853 +14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$8.52M 226,330 +6,360 +3%
KCM
11
Kennedy Capital Management
Missouri
$8.47M 225,056 +6,018 +3%
EC
12
EJF Capital
Virginia
$6.48M 172,028 -100,936 -37%
CRC
13
Curi RMB Capital
Illinois
$5.65M 150,000
ACM
14
Advisors Capital Management
New Jersey
$5.26M 139,824 +3,611 +3%
BFM
15
Boothbay Fund Management
New York
$4.72M 125,414 -9,586 -7%
OPS
16
Orion Portfolio Solutions
Nebraska
$4.3M 114,222 -7,317 -6%
BCI
17
Brinker Capital Investments
Pennsylvania
$4.3M 114,222 -7,317 -6%
JC
18
JCSD Capital
California
$3.95M 104,948 +10,000 +11%
HIM
19
Harbour Investment Management
Washington
$3.89M 103,221
Northern Trust
20
Northern Trust
Illinois
$3.71M 98,622 +6,307 +7%
PI
21
Putnam Investments
Massachusetts
$3.28M 87,193 +800 +0.9%
Stifel Financial
22
Stifel Financial
Missouri
$2.86M 76,000
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.8M 74,365 -10,242 -12%
CCM
24
Carlson Capital Management
Minnesota
$2.61M 69,398
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$2.44M 64,711